iShares ESG Aware US Aggregate Bond ETF
EAGG
326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.
208% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 62
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
12% more capital invested
Capital invested by funds: $2.53B → $2.83B (+$301M)
3% more funds holding
Funds holding: 316 → 326 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.13% less ownership
Funds ownership: 87.56% → 87.43% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$135M |
| 2 |
JP Morgan Chase
New York
|
+$61.3M |
| 3 |
Goldman Sachs
New York
|
+$29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.8M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.6M |
| 2 |
Jane Street
New York
|
-$18.1M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$4.2M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.46M |
| 5 |
BlackRock
New York
|
-$1.85M |
EAGG Hedge Fund Activity: Q3 2023 in Review
326 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2023, worth a combined $2.83B — up 12% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EAGG positions and 18 closed out — a net gain of 16 holders — while 191 added to existing stakes and 62 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $135M. The largest seller was Envestnet Asset Management, cutting an estimated $22.6M.
- 326 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2023, up from 316 in Q2 2023.
- Funds reported $2.83B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2023, up 12% quarter-over-quarter.
- 34 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2023 and 18 closed out, a net change of +16 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $135M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q3 2023.